DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

TIEDEMANN ADVISORS, LLC

CRD 147189

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a04d2e9-f60c-ebb0-8fe1-d4c7bd80bc69

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 20
On other graphs: 3
Observed: Feb 27, 2012 to Jul 10, 2026
54 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Tiedemann Advisors, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Tiedemann Advisors, LLC

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

Tiedemann Advisors, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.14 institutional_share=0.08 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $31BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $26B
Private client RAUM: $24BderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $5.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 182
Advisory employees: 64
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 614
Individual clients: 0
High net worth clients: 407
Private funds: 23Schedule D 7.B(1)
Custody, client assets: $13B
SEC number: 801-69865
CRD: 147189
Filings on the tape: 54
First filed: Feb 27, 2012
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jordan Thomas Paine	Chartered Financial Analyst	NEW YORK, NY \| MINNEAPOLIS, MN	2	13	1	no
JAMES ALLEN SAND	n/a	NEW YORK, NY \| MINNEAPOLIS, MN	2	26	7	no
ANTHONY SCOTT QUILL	Chartered Financial Analyst	MINNEAPOLIS, MN \| NEW YORK, NY	2	12	1	no
ERICH HARTWIG	Chartered Financial Analyst	MINNEAPOLIS, MN \| NEW YORK, NY	2	15	1	no
RYAN DAVID STEENSLAND	n/a	NEW YORK, NY \| MINNEAPOLIS, MN	2	31	4	no
CESAR AUGUSTO PACHON	n/a	CORAL GABLES, FL	0	26	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 30

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
TTC WORLD EQUITY FUND QP, LP	Hedge Fund	$1.3B	Jul 10, 2026	129	Apr 2, 2013	reported	021-1478090
TTC MULTI-STRATEGY FUND QP, LP	Hedge Fund	$991M	Jul 10, 2026	176	Apr 2, 2013	reported	021-1452337
HYBRID EQUITY FUND, LP	Hedge Fund	$391M	Jul 10, 2026	113	Mar 26, 2015	reported	021-231307
MUNICIPAL HIGH INCOME FUND QP, LP	Other Private Fund	$369M	Jul 10, 2026	192	Nov 2, 2017	reported	021-284493
ENERGY INFRASTRUCTURE & UTILITY FUND QP, LP	Hedge Fund	$314M	Jul 10, 2026	146	Apr 2, 2013	reported	021-1450038
TTC GLOBAL LONG/SHORT FUND QP, LP	Hedge Fund	$313M	Sep 27, 2023	106	Apr 2, 2013	dropped	021-1413454
IMPACT WORLD EQUITY FUND, LP	Hedge Fund	$254M	Jul 10, 2026	54	Mar 30, 2020	reported	021-369069
TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO	Hedge Fund	$139M	Jul 10, 2026	59	Apr 2, 2013	reported	021-1471013
TTC EAF FUND, LP	Hedge Fund	$115M	Jul 10, 2026	9	Mar 30, 2022	reported	n/a
PRIVATE EQUITY PARTNERS VIII, LP	Private Equity Fund	$104M	Jul 10, 2026	44	Jan 24, 2020	reported	021-388800
PRIVATE EQUITY PARTNERS VII, LP	Private Equity Fund	$82.9M	Jul 10, 2026	61	Nov 2, 2017	reported	021-285984
PEP IX LP	Private Equity Fund	$79.5M	Jul 10, 2026	52	Aug 20, 2021	reported	021-412513
ALTI TAX-ADVANTAGED REAL ESTATE INCOME FUND, LP	Real Estate Fund	$68.1M	Jul 10, 2026	30	Mar 29, 2024	reported	021-477993
AOZF II, LP	Real Estate Fund	$52.4M	Jul 10, 2026	21	Mar 30, 2021	reported	021-385525
AOZF, LP	Real Estate Fund	$52.3M	Jul 10, 2026	45	Dec 6, 2019	reported	021-343115
GLOBAL IMPACT ACCESS PARTNERSHIP, LP	Private Equity Fund	$38.7M	Jul 10, 2026	31	Mar 30, 2019	reported	021-316950
GLOBAL IMPACT ACCESS PARTNERSHIP II, LP	Private Equity Fund	$33.5M	Jul 10, 2026	30	Mar 30, 2021	reported	021-373213
PEP 10 LP	Private Equity Fund	$28.7M	Jul 10, 2026	21	Mar 31, 2023	reported	021-450309
AOZF III, LP	Real Estate Fund	$28.4M	Jul 10, 2026	13	Mar 31, 2023	reported	021-451311
TTC PRIVATE EQUITY PARTNERS V, LP	Private Equity Fund	$22.4M	Jul 10, 2026	31	Apr 2, 2013	reported	021-1520915
TWM FREO FUND, LP	Real Estate Fund	$19.7M	Jul 8, 2024	21	Feb 11, 2016	dropped	021-241403
PRIVATE EQUITY PARTNERS VI, LP	Private Equity Fund	$16.3M	Jul 10, 2026	22	Feb 11, 2016	reported	021-234807
GLOBAL IMPACT OPPORTUNITIES III, LP	Private Equity Fund	$16.0M	Jul 10, 2026	13	Mar 29, 2024	reported	021-483377
TWM PARTNERS FUND, LP	Hedge Fund	$15.8M	Sep 27, 2023	10	Feb 27, 2012	dropped	021-151561
ENERGY & UTILITY INFRASTRUCTURE FUND, LP	Hedge Fund	$10.5M	Dec 14, 2020	29	Apr 2, 2013	dropped	021-1458707

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTI WEALTH & CAPITAL SOLUTIONS	Member	E	yes	08/2024	Jul 10, 2026	Jul 10, 2026
CONNELL, BROOKE, BAYARD	President	Na	yes	01/2023	Jul 10, 2026	Jul 10, 2026
LEWIS, WHITNEY, FOGLE	CHIEF LEGAL OFFICER, US AND CHIEF COMPLIANCE OFFICER	Na	yes	05/2021	Jul 10, 2026	Jul 10, 2026
ALTI GLOBAL CAPITAL, LLC	Shareholder	E	yes	01/2023	Apr 27, 2023	Jul 8, 2024
ALTI GLOBAL HOLDINGS, LLC	Member	E	yes	01/2023	Apr 27, 2023	Jul 8, 2024
ALTI GLOBAL TOPCO LIMITED	Member	E	yes	01/2023	Apr 27, 2023	Jul 8, 2024
ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED	Member	E	yes	01/2023	Apr 27, 2023	Jul 8, 2024
ALTI GLOBAL, INC.	Member	C	yes	01/2023	Apr 27, 2023	Jul 8, 2024
ALTI WEALTH MANAGEMENT HOLDINGS, LLC	Shareholder	E	yes	01/2023	Apr 27, 2023	Jul 8, 2024
BEAUDETTE, MARIA, LOUISE	LEAD FINANCIAL OFFICER	Na	yes	06/2021	Jan 13, 2023	Jul 8, 2024
MORAN, KEVIN, PATRICK	CHIEF OPERATING OFFICER	Na	yes	04/2008	Feb 27, 2012	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EAST END ADVISORS, LLC	n/a	Other adviser	$6.1B	N	yes	n/a
TIG ADVISORS LLC	n/a	Asset manager	$2.0B	N	yes	n/a
ALVARIUM INVESTMENT ADVISORS (US), INC.	n/a	Independent wealth	$691M	N	yes	n/a
ALTI RE LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI STRATEGIC ADVISORY (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (FRANCE) SAS	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A.	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (SWITZERLAND) SA	n/a	n/a	n/a	N	yes	n/a
ALTI WEALTH MANAGEMENT (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALVARIUM FUND MANAGERS (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
ALVARIUM INVESTMENT MANAGERS (SUISSE) SA	n/a	n/a	n/a	N	yes	n/a
CASTEEL CAPITAL LLP	n/a	n/a	n/a	N	yes	n/a
CRESCO CAPITAL ADVISERS LLP	n/a	n/a	n/a	N	yes	n/a
HOLBEIN PARTNERS LLP	n/a	n/a	n/a	N	yes	n/a
SOCIAL HOUSING INCOME ADVISORS LIMITED	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN ADVISORS GP, LLC	n/a	n/a	n/a	Y	no	n/a
TIEDEMANN CONSTANTIA AG	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
TIEDEMANN WEALTH MANAGEMENT GP, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	13	no
Minneapolis	Mn	United States	8	no
Wilmington	De	United States	6	no
Zurich	n/a	Switzerland	6	no
Seattle	Wa	United States	5	no
Dallas	TX	United States	4	no
Aspen	Co	United States	3	no
Bethesda	Md	United States	3	no
PALM BEACH	FL	United States	2	no
Portland	Or	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$31B	$26B	182	64	8	23	n/a
2024	Mar 28, 2025	$29B	$24B	187	67	9	22	n/a
2023	Mar 29, 2024	$25B	$20B	142	64	9	25	$4.3B
2022	Mar 31, 2023	$22B	$18B	123	64	9	25	$4.4B
2021	Mar 30, 2022	$27B	$22B	123	67	9	23	$5.5B
2020	Mar 30, 2021	$18B	$14B	126	85	9	21	$4.2B
2019	Mar 30, 2020	$17B	$14B	121	79	8	21	$3.6B
2018	Mar 30, 2019	$14B	$12B	115	80	7	18	$2.6B
2017	Mar 29, 2018	$12B	$9.8B	119	77	6	17	$1.9B
2016	Mar 29, 2017	$8.2B	$5.3B	60	43	n/a	14	$1.5B
2015	Feb 11, 2016	$5.2B	$4.1B	34	18	n/a	14	$1.6B
2014	Mar 26, 2015	$5.3B	$4.8B	34	18	n/a	12	$1.6B
2013	Mar 20, 2014	$4.6B	$4.0B	35	18	n/a	11	$1.3B
2012	Feb 28, 2013	$4.0B	$3.7B	32	18	n/a	1	$56.0M
2011	Feb 27, 2012	$2.5B	$2.2B	n/a	n/a	n/a	1	$52.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$31B	$29B	6.8%	$22B	11.5%	182	187	8	9

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ENVOI LLC	5	Jul 2, 2024	Jul 16, 2024	MINNEAPOLIS, MN	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (6)

← CESAR AUGUSTO PACHONAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← RYAN DAVID STEENSLANDAdvisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← ERICH HARTWIGAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← JAMES ALLEN SANDAdvisorregistration: current employment
Jul 11, 2024 to presentfactForm ADV
← ANTHONY SCOTT QUILLAdvisorregistration: current employment
Jul 11, 2024 to presentfactForm ADV
← Jordan Thomas PaineAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV

Affiliated with (7)

→ TIG ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ EAST END ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.Registered adviserother investment adviser, bank, common control
factForm ADV
← EAST END ADVISORS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← TIG ADVISORS LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← ALVARIUM INVESTMENT MANAGERS (US), LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (29)

→ GLOBAL IMPACT OPPORTUNITIES III, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ TTC PRIVATE EQUITY PARTNERS IV, LPPrivate fundPrivate Equity Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ IMPACT WORLD EQUITY FUND, LPPrivate fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ AOZF II, LPPrivate fundReal Estate Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ PEP IX LPPrivate fundPrivate Equity Fund, IA
Aug 20, 2021 to presentfactForm ADV
→ TWM FREO FUND, LPPrivate fundReal Estate Fund, IA
Feb 11, 2016 to presentfactForm ADV
→ PEP 10 LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ TTC WORLD EQUITY FUND QP, LPPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ PRIVATE EQUITY PARTNERS VI, LPPrivate fundPrivate Equity Fund, IA
Feb 11, 2016 to presentfactForm ADV
→ AOZF III, LPPrivate fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ GLOBAL IMPACT ACCESS PARTNERSHIP, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2019 to presentfactForm ADV
→ AOZF, LPPrivate fundReal Estate Fund, IA
Dec 6, 2019 to presentfactForm ADV
→ ALTI TAX-ADVANTAGED REAL ESTATE INCOME FUND, LPPrivate fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ ENERGY INFRASTRUCTURE & UTILITY FUND QP, LPPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ TTC PRIVATE EQUITY PARTNERS III, LPPrivate fundPrivate Equity Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ PRIVATE EQUITY PARTNERS VIII, LPPrivate fundPrivate Equity Fund, IA
Jan 24, 2020 to presentfactForm ADV
→ GLOBAL IMPACT ACCESS PARTNERSHIP II, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ HYBRID EQUITY FUND, LPPrivate fundHedge Fund, IA
Mar 26, 2015 to presentfactForm ADV
→ TTC PRIVATE EQUITY PARTNERS V, LPPrivate fundPrivate Equity Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ TTC EAF FUND, LPPrivate fundHedge Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ TTC OFFSHORE FUND SPC - GLOBAL LONG-SHORT SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ PRIVATE EQUITY PARTNERS VII, LPPrivate fundPrivate Equity Fund, IA
Nov 2, 2017 to presentfactForm ADV
→ MUNICIPAL HIGH INCOME FUND QP, LPPrivate fundOther Private Fund, IA
Nov 2, 2017 to presentfactForm ADV
→ TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIOPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ TTC MULTI-STRATEGY FUND QP, LPPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ TWM PARTNERS FUND, LPPrivate fundHedge Fund, IA
Feb 27, 2012 to presentfactForm ADV
→ TTC GLOBAL LONG/SHORT FUND QP, LPPrivate fundHedge Fund, IA
Apr 2, 2013 to presentfactForm ADV
→ HEDGE PROGRAM FUND QP, LPPrivate fundHedge Fund, IA, no longer reported
Nov 2, 2017 to Dec 14, 2020factForm ADV
→ ENERGY & UTILITY INFRASTRUCTURE FUND, LPPrivate fundHedge Fund, IA, no longer reported
Apr 2, 2013 to Dec 14, 2020factForm ADV

Moved with (1)

← ENVOI LLCRegistered adviser5 advisors, firm absorbed, same day
Jul 2, 2024 to Jul 16, 2024factForm ADV

Controls (9)

← MORAN, KEVIN, PATRICKOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Feb 27, 2012 to Jul 8, 2024factForm ADV
← LEWIS, WHITNEY, FOGLEOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 28, 2021 to Jul 8, 2024factForm ADV
← CONNELL, BROOKE, BAYARDOwnerPRESIDENT, ownership code NA, individual
Jan 13, 2023 to Jul 8, 2024factForm ADV
← BEAUDETTE, MARIA, LOUISEOwnerLEAD FINANCIAL OFFICER, ownership code NA, individual
Jan 13, 2023 to Jul 8, 2024factForm ADV
← ALTI GLOBAL CAPITAL, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 27, 2023 to Jul 8, 2024factForm ADV
← ALTI GLOBAL HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Apr 27, 2023 to Jul 8, 2024factForm ADV
← ALTI GLOBAL TOPCO LIMITEDOwnerMEMBER, ownership code E, foreign entity
Apr 27, 2023 to Jul 8, 2024factForm ADV
← ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITEDOwnerMEMBER, ownership code E, foreign entity
Apr 27, 2023 to Jul 8, 2024factForm ADV
← ALTI WEALTH MANAGEMENT HOLDINGS, LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 27, 2023 to Jul 8, 2024factForm ADV

Dated events

Occurred
Jul 2, 2024
Firm absorbed
Envoi LLC's advisors moved to Tiedemann Advisors, LLC (Minneapolis, MN): 5 of 5 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Jan 13, 2023
Control person joined
Bayard Brooke Connell (President) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person joined
Louise Maria Beaudette (Controller) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Glenn Michael Tiedemann (Chief Executive Officer) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Lindsay Craig Smith (President) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Yvesandre Istel (Manager) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Lyle Brodie Cobb (Manager) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Andrew Nicholas Merrick (Manager) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Arthur Eric Russell (Manager) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Kent Richard Insley (Chief Investment Officer) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Jan 13, 2023
Control person left
Gail Roberta Sydney (Manager) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2022-03-30, absent 2023-01-13)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Tiedemann Advisors, Llc reported RAUM $26.6B, up 44% from $18.4B (2022-01-10 to 2022-03-30)
Form ADVobserved 5 days ago
$8.2B
Occurred
Jan 10, 2022
Control person left
Ann Julie Dunnington (Chief Marketing Officer) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2021-08-20, absent 2022-01-10)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
Neil George Mckinnon (Chief Technology Officer) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2020-01-24, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2019
Control person joined
Gail Roberta Sydney (Manager) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Dec 6, 2019
Control person left
John Christopher Welch (Chief Financial Officer) no longer on Schedule A of Tiedemann Advisors, Llc (listed 2019-03-30, absent 2019-12-06)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2019
Control person joined
Ann Julie Dunnington (Chief Marketing Officer) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2019
Control person joined
Neil George Mckinnon (Chief Technology Officer) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2019
Control person joined
Kent Richard Insley (Chief Investment Officer) appeared on Schedule A of Tiedemann Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Tiedemann Advisors, Llc reported RAUM $12.3B, up 50% from $8.2B (2017-11-02 to 2018-03-29)
Form ADVobserved 5 days ago
$4.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a04d2e9-f60c-ebb0-8fe1-d4c7bd80bc69
First observed: Feb 27, 2012
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIEDEMANN ADVISORS, LLC

CRD 147189

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a04d2e9-f60c-ebb0-8fe1-d4c7bd80bc69

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jordan Thomas Paine

Chartered Financial Analyst

NEW YORK, NY | MINNEAPOLIS, MN

JAMES ALLEN SAND

n/a

NEW YORK, NY | MINNEAPOLIS, MN

ANTHONY SCOTT QUILL

Chartered Financial Analyst

MINNEAPOLIS, MN | NEW YORK, NY

ERICH HARTWIG

Chartered Financial Analyst

MINNEAPOLIS, MN | NEW YORK, NY

RYAN DAVID STEENSLAND

n/a

NEW YORK, NY | MINNEAPOLIS, MN

CESAR AUGUSTO PACHON

n/a

CORAL GABLES, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

TTC WORLD EQUITY FUND QP, LP

Hedge Fund

$1.3B

Jul 10, 2026

129

Apr 2, 2013

reported

021-1478090

TTC MULTI-STRATEGY FUND QP, LP

Hedge Fund

$991M

Jul 10, 2026

176

Apr 2, 2013

reported

021-1452337

HYBRID EQUITY FUND, LP

Hedge Fund

$391M

Jul 10, 2026

113

Mar 26, 2015

reported

021-231307

MUNICIPAL HIGH INCOME FUND QP, LP

Other Private Fund

$369M

Jul 10, 2026

192

Nov 2, 2017

reported

021-284493

ENERGY INFRASTRUCTURE & UTILITY FUND QP, LP

Hedge Fund

$314M

Jul 10, 2026

146

Apr 2, 2013

reported

021-1450038

TTC GLOBAL LONG/SHORT FUND QP, LP

Hedge Fund

$313M

Sep 27, 2023

106

Apr 2, 2013

dropped

021-1413454

IMPACT WORLD EQUITY FUND, LP

Hedge Fund

$254M

Jul 10, 2026

Mar 30, 2020

reported

021-369069

TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO

Hedge Fund

$139M

Jul 10, 2026

Apr 2, 2013

reported

021-1471013

TTC EAF FUND, LP

Hedge Fund

$115M

Jul 10, 2026

Mar 30, 2022

reported

n/a

PRIVATE EQUITY PARTNERS VIII, LP

Private Equity Fund

$104M

Jul 10, 2026

Jan 24, 2020

reported

021-388800

PRIVATE EQUITY PARTNERS VII, LP

Private Equity Fund

$82.9M

Jul 10, 2026

Nov 2, 2017

reported

021-285984

PEP IX LP

Private Equity Fund

$79.5M

Jul 10, 2026

Aug 20, 2021

reported

021-412513

ALTI TAX-ADVANTAGED REAL ESTATE INCOME FUND, LP

Real Estate Fund

$68.1M

Jul 10, 2026

Mar 29, 2024

reported

021-477993

AOZF II, LP

Real Estate Fund

$52.4M

Jul 10, 2026

Mar 30, 2021

reported

021-385525

AOZF, LP

Real Estate Fund

$52.3M

Jul 10, 2026

Dec 6, 2019

reported

021-343115

GLOBAL IMPACT ACCESS PARTNERSHIP, LP

Private Equity Fund

$38.7M

Jul 10, 2026

Mar 30, 2019

reported

021-316950

GLOBAL IMPACT ACCESS PARTNERSHIP II, LP

Private Equity Fund

$33.5M

Jul 10, 2026

Mar 30, 2021

reported

021-373213

PEP 10 LP

Private Equity Fund

$28.7M

Jul 10, 2026

Mar 31, 2023

reported

021-450309

AOZF III, LP

Real Estate Fund

$28.4M

Jul 10, 2026

Mar 31, 2023

reported

021-451311

TTC PRIVATE EQUITY PARTNERS V, LP

Private Equity Fund

$22.4M

Jul 10, 2026

Apr 2, 2013

reported

021-1520915

TWM FREO FUND, LP

Real Estate Fund

$19.7M

Jul 8, 2024

Feb 11, 2016

dropped

021-241403

PRIVATE EQUITY PARTNERS VI, LP

Private Equity Fund

$16.3M

Jul 10, 2026

Feb 11, 2016

reported

021-234807

GLOBAL IMPACT OPPORTUNITIES III, LP

Private Equity Fund

$16.0M

Jul 10, 2026

Mar 29, 2024

reported

021-483377

TWM PARTNERS FUND, LP

Hedge Fund

$15.8M

Sep 27, 2023

Feb 27, 2012

dropped

021-151561

ENERGY & UTILITY INFRASTRUCTURE FUND, LP

Hedge Fund

$10.5M

Dec 14, 2020

Apr 2, 2013

dropped

021-1458707

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTI WEALTH & CAPITAL SOLUTIONS

Member

yes

08/2024

Jul 10, 2026

CONNELL, BROOKE, BAYARD

President

yes

01/2023

Jul 10, 2026

LEWIS, WHITNEY, FOGLE

CHIEF LEGAL OFFICER, US AND CHIEF COMPLIANCE OFFICER

yes

05/2021

Jul 10, 2026

ALTI GLOBAL CAPITAL, LLC

Shareholder

yes

01/2023

Apr 27, 2023

Jul 8, 2024

ALTI GLOBAL HOLDINGS, LLC

Member

yes

01/2023

Apr 27, 2023

Jul 8, 2024

ALTI GLOBAL TOPCO LIMITED

Member

yes

01/2023

Apr 27, 2023

Jul 8, 2024

ALTI GLOBAL WEALTH MANAGEMENT HOLDINGS LIMITED

Member

yes

01/2023

Apr 27, 2023

Jul 8, 2024

ALTI GLOBAL, INC.

Member

yes

01/2023

Apr 27, 2023

Jul 8, 2024

ALTI WEALTH MANAGEMENT HOLDINGS, LLC

Shareholder

yes

01/2023

Apr 27, 2023

Jul 8, 2024

BEAUDETTE, MARIA, LOUISE

LEAD FINANCIAL OFFICER

yes

06/2021

Jan 13, 2023

Jul 8, 2024

MORAN, KEVIN, PATRICK

CHIEF OPERATING OFFICER

yes

04/2008

Feb 27, 2012

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EAST END ADVISORS, LLC

n/a

Other adviser

$6.1B

yes

n/a

TIG ADVISORS LLC

n/a

Asset manager

$2.0B

yes

n/a

ALVARIUM INVESTMENT ADVISORS (US), INC.

n/a

Independent wealth

$691M

yes

n/a

ALTI RE LIMITED

n/a

yes

n/a

ALTI STRATEGIC ADVISORY (UK) LIMITED

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (FRANCE) SAS

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A.

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (SWITZERLAND) SA

n/a

yes

n/a

ALTI WEALTH MANAGEMENT (UK) LIMITED

n/a

yes

n/a

ALVARIUM FUND MANAGERS (UK) LIMITED

n/a

yes

n/a

ALVARIUM INVESTMENT MANAGERS (SUISSE) SA

n/a

yes

n/a

CASTEEL CAPITAL LLP

n/a

yes

n/a

CRESCO CAPITAL ADVISERS LLP

n/a

yes

n/a

HOLBEIN PARTNERS LLP

n/a

yes

n/a

SOCIAL HOUSING INCOME ADVISORS LIMITED

n/a

yes

n/a

TIEDEMANN ADVISORS GP, LLC

n/a

TIEDEMANN CONSTANTIA AG

n/a

yes

n/a

TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG

n/a

yes

n/a

TIEDEMANN TRUST COMPANY

n/a

yes

n/a

TIEDEMANN WEALTH MANAGEMENT GP, LLC

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Minneapolis

United States

Wilmington

United States

Zurich

n/a

Switzerland

Seattle

United States

Dallas

United States

Aspen

United States

Bethesda

United States

PALM BEACH

United States

Portland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$31B

$26B

182

n/a

2024

Mar 28, 2025

$29B

$24B

187

n/a

2023

Mar 29, 2024

$25B

$20B

142

$4.3B

2022

Mar 31, 2023

$22B

$18B

123

$4.4B

2021

Mar 30, 2022

$27B

$22B

123

$5.5B

2020

Mar 30, 2021

$18B

$14B

126

$4.2B

2019

Mar 30, 2020

$17B

$14B

121

$3.6B

2018

Mar 30, 2019

$14B

$12B

115

$2.6B

2017

Mar 29, 2018

$12B

$9.8B

119

$1.9B

2016

Mar 29, 2017

$8.2B

$5.3B

n/a

$1.5B

2015

Feb 11, 2016

$5.2B

$4.1B

n/a

$1.6B

2014

Mar 26, 2015

$5.3B

$4.8B

n/a

$1.6B

2013

Mar 20, 2014

$4.6B

$4.0B

n/a

$1.3B

2012

Feb 28, 2013

$4.0B

$3.7B

n/a

$56.0M

2011

Feb 27, 2012

$2.5B

$2.2B

n/a

$52.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$31B

$29B

6.8%

$22B

11.5%

182

187

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ENVOI LLC

Jul 2, 2024

Jul 16, 2024

MINNEAPOLIS, MN

Firm absorbed

RIA to RIA

100.0%